Signals

← Signals

☆VNLA

308 in-universe funds with a nonzero position in VNLA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23327
Score / z0.000 / -0.02
Consensus76.55 over 148 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 433.5 2.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 327.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 238.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 196.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 143.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 106.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 99.1 5.4% 4 +1.6 pp +1.6 pp +2.3 pp +5.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 66.1 1.3% 5 -0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 56.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 33.6 4.9% 5 -0.6 pp +0.4 pp +0.0 pp -0.5 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 32.7 3.1% 5 -0.4 pp -0.9 pp -0.0 pp -0.7 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 32.0 4.9% 5 +0.0 pp +0.9 pp +1.8 pp +2.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 26.8 5.0% 5 -0.6 pp -2.1 pp -3.6 pp -4.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 22.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 21.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 18.5 1.9% 5 -0.4 pp +0.1 pp -0.2 pp -0.5 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 18.2 2.2% 5 -0.0 pp +0.0 pp +0.6 pp +0.5 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 17.2 7.3% 5 -0.0 pp +0.2 pp +0.9 pp +0.6 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 16.8 3.8% 5 -0.6 pp -0.2 pp +0.3 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 14.9 1.1% 5 +0.1 pp -0.0 pp +0.4 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 14.7 1.8% 5 -0.2 pp -0.4 pp -4.0 pp -4.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.4 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 13.6 3.8% 5 -0.7 pp -0.8 pp +0.2 pp -0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 13.2 0.5% 5 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 11.4 3.6% 5 +0.1 pp +0.1 pp -0.2 pp -1.2 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 11.1 6.2% 5 -0.5 pp -0.0 pp +0.2 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 11.0 4.0% 5 -0.6 pp +0.1 pp +0.2 pp -2.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 10.8 3.3% 3 +1.1 pp -0.7 pp +3.3 pp +3.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 10.1 0.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 8.0 1.6% 5 -0.1 pp -0.3 pp -0.5 pp -0.7 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 7.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 5.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 5.5 4.0% 5 -0.6 pp -0.9 pp -1.1 pp -1.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.5 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 4.9 1.3% 5 -0.2 pp -0.2 pp -0.5 pp -0.7 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 4.7 4.6% 5 +0.1 pp -0.1 pp +1.5 pp +2.8 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 4.6 2.1% 3 -0.4 pp +0.4 pp +2.1 pp +2.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 4.3 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 4.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 4.2 3.0% 1 +3.0 pp -0.5 pp +3.0 pp +3.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 4.1 2.3% 5 -0.6 pp -5.8 pp -6.5 pp -7.9 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 4.1 1.1% 3 -0.2 pp -0.1 pp +1.1 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 3.5 1.0% 1 +1.0 pp +0.9 pp +1.0 pp +1.0 pp
☆Trust Co CIK 0001632554 0.769 908 3.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 3.5 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.3 0.9% 5 +0.0 pp -0.2 pp -0.3 pp -0.7 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 3.2 1.8% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 3.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 3.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 2.7 1.1% 3 -0.0 pp +0.7 pp +1.1 pp +1.1 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 2.7 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.7 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 2.6 0.4% 5 -0.1 pp -1.5 pp -1.5 pp -1.5 pp
☆CLG LLC CIK 0002059872 0.428 156 2.6 0.6% 6 -0.0 pp -0.1 pp +0.3 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 2.6 0.6% 5 -0.3 pp -0.1 pp -0.2 pp -0.3 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 2.5 0.6% 3 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.4 2.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 2.2 1.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.1 1.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.0 0.9% 6 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.5 0.5% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Advisory Partners LLC CIK 0002124354 0.218 48 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.1 0.7% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.9 0.2% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.8 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.7 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.6 0.1% 1 +0.1 pp -1.1 pp +0.1 pp +0.1 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.6 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.5 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 0.4 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.4 0.1% 4 -0.0 pp -2.4 pp -2.2 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VNLA). Qtrs Held counts distinct quarters this fund has actually held VNLA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VNLA position size. Δ columns are the percentage-point change in VNLA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status